Hi Mr Rimmer (there's a bug on the forums right now which is only showing last names, I don't normally choose to be this formal )
It's possible to sum only positive values by creating a calculated field like; SUM(IF [Sales] >0 then [Sales] end)
I'm not sure if this is going to actually solve your problem though as it's really tough to follow what you're speaking about without sample data. If it's not quite getting you there, please prepare a trimmed down version of your data. It doesn't need to be real, but keep the columns the same etc, connect that to Tableau and upload a Tableau Packaged Workbook.
Would it be possible to share the calculations you are using and a bit more about the results you are seeing/the results you'd like to see?
I'm not sure I follow exactly what you are needing.
I didn't realise first names were being blocked. My name is Rob. I've not had laptop access over the weekend so couldn't reply to your message. I've tried the calculated field you suggested but it didn't work. I'll endeavour to create a trimmed down version of the data to try to help, but I'm not sure how quickly I'll be able to do this.
Product type: Product being sold
Region: Sales region
Customer: Customer name
Month: Month of sale
Sales: Number of sales so far in the month
Sales Prv Yr: Sales for month in previous year
Sales target: Sales Prv Yr * 1.1
Remaining to Sell: Sales target - Sales
Remaining to Sell (copy): IF Sales target - Sales < 0 THEN 0 ELSE Sales target - Sales END
My issue is that the Grand Total on the crosstab doesn't seem to take the dimension (region, customer or product type) into consideration. i.e. customers that we have oversold to seem,to mask sales that aren't going to meet target elsewhere.
Sorry for the lack of clarity.
Our usernames are functioning again
Please upload the same, I'll need to see that to understand why it's 'not working' or I'll at least need more details. A Tableau Packaged Workbook is honestly the easiest place to start.
I'm going to try to create a simplified version of the table(s) and put them into a Tableau workbook but it won't be until tomorrow as I have some other deadlines to meet. As soon as I have it complete, I'll upload it.